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Chemical flooding is an important process for enhanced oil recovery. A substantial amount of
remaining oil resides in reservoirs especially in carbonate oil reservoirs that have low primary and
waterflood oil recovery. Most of the chemical flooding studies to date have been performed in water-
wet sandstone reservoirs. As a result, the effects of heterogeneity and wettability of carbonates on
chemical flooding efficiency are fairly unknown. The purpose of this simulation study was to determine
the effects of wettability and wettability alteration on Polysorbate20 surfactant flooding in carbonate
reservoirs. This study used the multi-phase, multi-component, chemical flooding simulator called
(UTCHEM). The results showed that surfactant diffusion, critical micelle concentration, capillary
desaturation and interfacial tension (IFT) reduction were the most important parameters affecting
imbibition of surfactant and wettability alteration. However, these results were dependent on the
transport processes, such as gravity and buoyancy, controlling the oil mobilization and wettability
alteration. Sensitivity analyses of key parameters such as chemical slug size and concentrations,
salinity, reservoir heterogeneity and surfactant adsorption were performed to optimize a surfactant
design for a mixed-wet dolomite reservoir. The field scale model was used but changes in relative
permeability, waterflood residual oil saturation, capillary pressure, and capillary desaturation curves
were made to reflect different wettability conditions. The study was then extended to simulating
wettability alteration during the field scale surfactant flood using the UTCHEM simulator. The results
of modeling the wettability alteration showed that significant differences in injectivity and oil recovery
are caused by the changes in the mobility of the injected fluid. As the use of chemical flooding spreads
to new reservoirs, especially oil-wet and mixed-wet reservoirs, the importance of surfactant-based
wettability alteration will become important.
INTRODUCTION
Chemical flooding is an important technology for surfactant) to reduce the interfacial tension and mobilize
enhanced oil recovery. A substantial amount of remaining the residual oil saturation.
oil resides in reservoirs, many of these are carbonate A few of the many examples of technically successful
reservoirs that have low primary and waterflood recovery surfactant field projects are reported in the literature.
as a result of poor sweep efficiency that has resulted in Gilliland and Conley (1976) reported a pilot test for the
bypassed or unswept oil. Chemical flooding methods Big Muddy Field in Wyoming. The reservoir was low-
such as surfactant flooding have been shown to be pressure watered-out sandstone with reasonably high
effective in recovering this unswept oil. The basis for remaining oil saturation and successfully increased the
surfactant flood is to inject a surface-active agent (a oil cut from 1 to 19% during peak production. Bragg et al.
(1982) reported results for a pilot test at Exxon's Loudon
Field in Illinois. The field test was conducted in a
watered-out portion of a sandstone reservoir. They were
*Corresponding author. E-mail: r-wan@petroleum.utm.my. Tel: able to produce 60% of the residual oil saturation in spite
+82 10 8320 2711. Fax: +82 2 2266 1848. of the high-salinity formation brine. Bae (1995) reported
Sulaiman and Lee 59
Average = 0.16
Porosity Min = 0.06
Max = 0.273
Average = 156 mD
Min = 4.4 mD
Permeability
Max = 870 mD
kv/kh = 0.05
Water = 0.3
Residual saturations
Oil = 0.42
Water = 0.4
Corey type relative permeability endpoint
Oil = 0.6
Water = 2
Corey type relative permeability exponent
Oil = 2
Water = 0.53
Simulated post waterflood average saturations
Oil = 0.47
Overall = 1 meq/ml
Ca2+ = 2,066 ppm
2+
Mg = 539 ppm
Brine composition +
Na = 20,533 ppm
SO42+ = 4,540 ppm
Clˉ = 32,637 ppm
method was appropriate for completing this task, a trial and error For this simulation study, the dissolution of Ca2+ was not
method using the batch.txt example UTCHEM file was used for modeled. The process was assumed to occur instantaneously in
this study. the field-scale simulations and the phase behavior properties
The resulting curve fit is shown in Figure 3. The optimum salinity for accounted for the Ca2+ pick up at the initial conditions. Chemical
this surfactant/crude oil/brine solution was relatively high. The screening experiments were conducted with 500 ppm Ca2+
surfactant blend was designed in this fashion since the reservoir initially and these data were matched to obtain the UTCHEM
salinity of ~33,000 ppm is high. In addition, the IFT at optimum parameters. Figure 4 shows the relative permeability data obtained
salinity is quite low. Using the Chen et al. (2004) equation and the from the core flood analysis.
solubilization ratio at optimum salinity, an approximate value of
0.001 dynes/cm was expected.
Base case surfactant design
Laboratory corefloods Following the analysis of the laboratory data, a base case design
was established. The base case simulation used the previously
In addition, Berea and reservoir corefloods were conducted to discussed well constraints and initial conditions. The well
measure the performance of the surfactant. In particular, the constraints are important for chemical flooding because they can
surfactant retention was measured in several corefloods and affect the life of the project. The chemical flooding design was partly
ranged from 0.1 to 0.4 mg/g with an average value of 0.2 mg/g. based on the laboratory coreflood design. The laboratory design
The dolomite cores contain anhydrite that is continuously was used as the starting point but was up-scaled for a field size
dissolved at about 500 ppm of Ca2+, so this level of Ca2+ pick up application. Table 3 shows a summary of base case design
was accounted for in the design of injected slug and drive. including slug sizes, chemical concentrations and salinity.
62 J. Petroleum Gas Eng.
This design consisted of a 0.25 PV surfactant slug. The salinity recommendation from the field operator, but the actual value is
gradient was also derived from laboratory experiments and can be unknown. An assumed value for the average permeability was used
a key parameter for the success of a chemical flood. The salinity to correspond to the best part of the field. There are other regions
gradient was important for this study because of the extreme in the field that have significantly lower permeability.
changes in salinity throughout the chemical flood.
There were also several assumed values that went into the
model. A value of surfactant adsorption was conservatively chosen
within the values reported by the laboratory. The value used was
RESULTS AND DISCUSSION
slightly higher than the average laboratory value (0.3 mg/g
compared to 0.2 mg/g). The capillary desaturation curve was also Base case
assumed using parameters as presented in Delshad (1990). The
last assumption dealt with permeability. A ratio of vertical to Figure 5 shows the base case injection rate and pressure
horizontal permeability of 0.05 was used based on a throughout the chemical flood. The Figure 5 shows the
Sul aim an and Lee 63
changes in injection rate during each simulation phase. and produced surfactant concentration throughout the
Note that all fluid rates, masses and volumes were chemical flood.
reported for a full 5-spot pattern even though the One important observation of chemical flooding was
simulation model was a quarter of a 5-spot symmetry the change in production rates during the flood. For this
element. Figure 6 shows the base case production rates simulation, a dramatic increase in oil production rate
64 J. Pet rol eum G as Eng.
Figure 6. Base case simulation production rates and produced surfactant concentration
(volume fraction).
could be seen. The pre-chemical flood rate was 35 bbls chemical flooding cumulative oil recovery. The recovery
of oil per day and increased to a peak value of 720 was 27.8% of the original oil in place which is 42% of the
bbls/day (Figure 6). This corresponded to an increase in remaining oil in place after waterflooding.
oil cut from 2 to 35%. Another important result shown in Figures 7 to 9 show the base case oil saturation
this curve was the breakthrough time of oil and distribution at different times of the chemical flood. The
surfactant (0.25 and 0.35 PV, respectively). The figures show one three-dimensional profile of a slice
surfactant concentrations were low (<0.001 volume through the wells and one 2-D area cross section of the
fraction) compared to the injected values (0.01 volume high permeability middle layer. It is shown that the oil
fraction). The base case simulation had a reasonable saturation was reduced to very low values in the high
Sulaiman and Lee 65
permeability layer at early times. One key result was Figures 10 to 12 show the base case surfactant
the very low oil saturations near the injection well and concentration distribution at different times. The profiles
in the high permeability layers. At the final time, a show that the surfactant moved very quickly through the
significant amount of oil was left in the low permeability high permeability layers resulting in early breakthrough.
layers (56% oil saturation). Due to adsorption and production, almost no surfactant
66 J. Petroleum Gas Eng.
Figure 10. Base case surfactant concentration (volume fraction) after 0.2 PV injected.
Figure 11. Base case surfactant concentration (volume fraction) after 0.35 PV injected.
Figure 12. Base case surfactant concentration (volume fraction) after 1.75 PV injected.
Sulaiman and Lee 67
Following the assessment of the base case design and observing the effects of uncertain the remaining parameters identical to the base
simulation, a method of testing the sensitivity of design parameters. case. Table 4 shows all of the sensitivity designs
each key process variable was generated with All sensitivity simulations were performed by and their results. The key parameters are
the intent of obtaining the optimum surfactant adjusting one parameter at a time and leaving surfactant which strongly control the oil recovery
Sulaiman and Lee 69
and mobility controls. related to the oil recovery. The base case simulation with
Table 4 shows the oil recovery, chemical efficiency 1 vol% surfactant concentration had an oil recovery of
and simulation life. Chemical efficiency was calculated 27.8% OOIP whereas the lower concentration (0.5
by dividing the mass of chemical injected (pounds) by vol%) and higher concentration (1.5 vol%) simulations
the volume of oil recovered during the chemical flood had recoveries of 17.5 and 35.2%, respectively. The
(barrels). For the base case simulation, the oil and simulations had a range in retardation factors from 0.3
surfactant breakthrough times were 0.25 and 0.35 PV, PV (1.5 vol% surfactant) to 0.9 PV (0.5 vol% surfactant).
respectively. If the reservoir were water-wet, the oil bank Since the base case simulation was designed to inject a
breakthrough time would be faster and the surfactant 0.25 PV surfactant slug, it would be expected that these
breakthrough time would be slower than in this mixed- simulations would have very adverse results. However,
wet case. This phenomenon is due to fractional flow recall that the surfactant primarily sweeps the high
effects based on differences in relative permeability for permeability layers. This means the calculated
the different wettability conditions. The mobility ratio for retardation factors, which were based on the entire
the simulated s u r f a c t a n t flood in this mixed-wet reservoir pore volume, gave overestimates according to
reservoir was approximately 1.3. This mobility ratio for the actual swept pore volume.
the same chemicals would have been about 0.6 for a Figure 16 shows the comparison of oil recovery for the
water-wet reservoir, a much more favorable value (Chen surfactant concentration simulations. The simultaneous
et al., 2004). change in surfactant mass and oil recovery resulted in
differences in chemical efficiency for these simulations.
The simulation with higher concentration gave a worse
Sensitivity parameters chemical efficiency ($16.5/bbl) compared to the base
case ($14.5/bbl). Conversely, the simulation with lower
The parameters used in this analysis served the purpose concentration resulted in an improved efficiency
of obtaining the optimum design and testing the effects ($13.5/bbl). These values were calculated using a
of key uncertain parameters. The parameters used to surfactant price of $2.75 per pound. Therefore, at these
obtain the optimum design were surfactant concentration, assumed prices, the simulation with the lower injected
surfactant slug size and salinity. The value used for surfactant concentration was the optimum for this key
surfactant concentration affects the surfactant mass parameter regardless of the adverse retardation factor.
affecting both the oil recovery and economics of the
project. Changes in surfactant concentration also affect
the retardation factor of the surfactant slug. The Surfactant slug size
retardation factor or frontal advance loss is defined as
the loss of frontal velocity due to adsorption and has the Surfactant slug size was another key parameter studied
units of pore volumes (Lake, 1989). in this sensitivity analysis. The range of slug sizes tested
The surfactant slug size also affects the surfactant was from 0.15 to 0.5 PV. The results of these simulations
mass affecting both the oil recovery and economics. are shown in Table 4 and comparisons of the cumulative
Changes in surfactant slug size will also result in slight oil recoveries for each are shown in Figure 17. Compared
changes in the salinity gradient. A longer surfactant to the base case, the simulation with the highest oil
slug will have a less steep salinity gradient compared to recovery was the 0.5 PV slug size as expected. This
a shorter surfactant slug. simulation was the only one that injected surfactant long
Salinity gradient is the last parameter used for enough to overcome the retardation factor. Even
surfactant design optimization. The key effects of salinity though the 0.5 PV simulations had the highest oil
gradient are the changes in surfactant phase behavior recovery, it had the worst chemical efficiency ($20.1/bbl).
during the flood. Pope et al. (1979) presented results that The simulation with the best chemical efficiency was the
show maximizing the region of ultra-low interfacial tension 0.15 PV case which actually had the lowest recovery.
and is optimum for surfactant flooding. Their conclusion
was to design the salinity gradient so that the front of the
surfactant slug has greater than optimum salinity, the Salinity gradient
middle of the slug is at optimum salinity and the tail of
the slug has lower than optimum salinity. The last design optimization parameter was the salinity
gradient. Sensitivity to the salinity gradient was analyzed
by running two simulations. One of which was designed
Surfactant concentration with a slightly lower slug salinity and the other with
slightly lower polymer drive salinity. These simulations
A range of surfactant concentrations from 0.5 to 1.5 vol% will affect the surfactant phase behavior and permeability
were tested for comparison with the base case (1 vol%). reduction. The results of these simulations are shown in
As expected, the surfactant concentration was directly Table 4. These simulations resulted in nearly identical
70 J. P e t r o l e um G a s E n g .
Figure 17. Cumulative oil recovery for surfactant slug size simulations.
oil recoveries and chemical efficiencies compared to the uncertainty were surfactant adsorption, vertical to
base case. horizontal permeability ratio (kv/kh), average permeability
and the dependence of the oil saturation on capillary
number.
Uncertainty analysis The surfactant adsorption was determined in
laboratory experiments in a parallel study. As a result of
The parameters used to study the reservoir and chemical that study, ranges of values for surfactant adsorption
Sulaiman and Lee 71
were presented. In this study, the effect of values within size of 0.25 PV. As expected, the lower adsorption
that range and beyond was tested. The primary effects values gave higher oil recovery. The value closest to the
of surfactant adsorption were changes in the retardation most recent laboratory adsorption result using a reservoir
factor and the amount of surfactant required. core of 0.1 mg/g resulted in a significantly higher recovery
The vertical to horizontal permeability ratio is important of 39.2% OOIP. Figure 18 shows a comparison of
for establishing reasonable vertical sweep efficiency cumulative oil recovery for surfactant adsorption
during the chemical flooding process. A value for this sensitivity analysis.
reservoir is 0.05. A lower value of 0.01 was used in this
uncertainty analysis.
The permeability is variable within the reservoir in this Vertical permeability
study. The base case simulation model was based on the
“sweet” spot of the reservoir that had the highest The vertical to horizontal permeability ratio was also an
permeability. It was expected that lower permeability uncertain parameter. A lower value of 0.01 was tested
regions would have similar oil recovery but will have for comparison with the base case value of 0.05. The
changes in permeability reduction and project life. As a result is shown in Table 4. A reduction in the kv/kh
result, the economics of the project would be drastically resulted in an unexpected increase in oil recovery (29%
reduced. For this study, a permeability field with half the OOIP). This simulation had higher channeling effects
average horizontal permeability was simulated. due to the lower kv/kh resulting in less cross flow from
The last uncertain parameter was the oil capillary the high permeability layers into the lower permeability
desaturation curve. The base case values used for this layers. The increase in oil production came primarily from
study were based on Delshad (1990). To test the effect of the upper permeability layer, which had improved areal
this parameter, a more adverse oil capillary number was sweep efficiency as a result of increased surfactant
simulated by shifting the oil capillary desaturation curve c oncentration throughout the flood.
to the right. This can significantly affect oil recovery
when low IFT is the primary mechanism.
Horizontal permeability
Table 4. The oil recovery was only slightly reduced to One important obstacle of this study was designing within
27.3% OOIP but the simulation life was more than the field's well constraints, an important design
doubled. The reduction in permeability and the incsrease parameter that can affect the project life and chemical
in permeability reduction severely reduced the injectivity. behavior during the flood. Another important obstacle
This uncertainty suggests that chemical flooding the was the reservoir heterogeneity and wettability. These
lower permeability region of this reservoir shows more are the most important factors affecting the chemical
risk and should be designed carefully. flooding performance.
The last uncertainty parameter was the oil capillary The authors are grateful to Prof. Dr. Euy Soo Lee from
desaturation curve. The base case model assumed Dongguk University for his critical discussions and
values provided in Delshad (1990). For this uncertainty supplying technical advices for this work.
simulation, a more adverse oil desaturation curve was
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